Wells Fargo & Company and its affiliates do not provide legal advice. The Company provides its services to individuals and pooled investment vehicles. is a bank affiliate of Wells Fargo & Company. A custom-crafted and well-executed wealth management plan can help you simplify administration, strengthen family harmony, reduce transfer taxes, ease wealth transfer, and maintain family vision. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. Deposit products offered by Wells Fargo Bank, N.A. Our dedicated team successfully manages real and non-liquid assets. and its various affiliates and subsidiaries. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. About Us The Abbot Downing Difference. Trust Services. All rights reserved. NMLSR 399801. We craft plans designed to consider potential tax implications and streamline administration. 11 Abbot Downing reviews. How they do it: Abbot Downing provides its clients with a full range of service, beyond traditional private banking meeting the full range of their clients needs. Abbot Downing, a Wells Fargo business, offers products and services through Wells Fargo Bank, N.A. Yet we also remain nimble to address new regulations and navigate family changes. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. The feature is unavailable at this time. Wells Fargo & Company and its affiliates do not provide legal advice. Wells Fargo & Company and its affiliates do not provide legal advice. © 2020 Wells Fargo Bank, N.A. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Member FDIC. Member FDIC. Wells Fargo Bank, N.A. Secure communication and document delivery are important. Not Insured by the FDIC or Any Federal Government Agency, Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate, Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested, Trust, Fiduciary, and Administrative Services. Our customized solutions help make managing your wealth more efficient, allowing you more time to focus on the things that matter most. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. We have deep knowledge in managing the full impact of wealth, from managing real and non-liquid assets to providing comprehensive fiduciary knowledge and solutions. and its various affiliates and subsidiaries. Deposit products offered by Wells Fargo Bank, N.A. We apologize for the inconvenience. Abbot Downing Clarity is a signature service that provides a comprehensive view of your financial architecture as well as an understanding of your family’s values and priorities. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address The CEO portal securely and conveniently gathers and displays all of your financial information and delivers it to you in one place. A free inside look at company reviews and salaries posted anonymously by employees. Brokerage services are offered through Wells Fargo Advisors. Peter Barcia, a 27-year veteran in financial services has joined the New York office of Abbot Downing as Managing Director and Senior Portfolio Manager. All rights reserved. Transcript: Trust, Fiduciary, and Administrative Services: Complex services for client needs. Objectivity, flexibility, and discretion are the cornerstones of every client relationship. [] The new division was created by the merger of former Wells Fargo … We apologize for the inconvenience. Member FDIC. Wells Fargo Bank, N.A. Through the support of Concord School District, Concord Hospital Trust, The City of Concord, Concord Community Music School, Gibson’s Bookstore, The Female Charitable Foundation and several generous private donors, Family Center has now expanded to all Concord neighborhoods. Wells Fargo Bank, N.A. Abbot Downing has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Abbot-Downing made coaches and large passenger vehicles of all kinds, including horse-drawn streetcars. Please consult your legal and tax advisors to determine how this information may apply to your own situation. We go beyond traditional financial services—addressing the financial, social, and personal dimensions of unique wealth. All rights reserved. Not Insured by the FDIC or Any Federal Government Agency, Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate, Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested, Trust, Fiduciary, and Administrative Services. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. This foundational knowledge helps provide enhanced communication, actionable … is a bank affiliate of Wells Fargo & Company. They made all kinds of wagons, including ambulances and gun carriages during the Civil War . Managing the full impact of significant wealth typically involves more than traditional financial services. Our services include: As a professional trustee, we work closely with you, your family, and your advisors to administer complex multigenerational trusts. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Abbot Downing Investment Advisors operates as an investment advisory firm. Our Trust, Fiduciary, and Administrative Services are designed to remove some of the complexities associated with managing your wealth. Deposit products offered by Wells Fargo Bank, N.A. In this video, senior leaders of Abbot Downing discuss our holistic approach to working with families of unique wealth. Abbot Downing Services Your wealth is multidimensional, and so is our approach. is a banking affiliate of Wells Fargo & Company. and its various affiliates and subsidiaries. Solution Provider. NMLSR 399801. JavaScript is required to play this video. Abbot Downing, a Wells Fargo business, and Wells Fargo Private Bank offer products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. A custom-crafted and well-executed wealth management plan can help you simplify administration, strengthen family harmony, reduce transfer taxes, ease wealth transfer, and maintain family vision. Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment and fiduciary services, including personal trust services and a … is a bank affiliate of Wells Fargo & Company. Wells Fargo & Company and its affiliates do not provide legal advice. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Helping You Simplify Wealth Management. Wells Fargo announced the launch of its Abbot Downing brand this Monday. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. With Abbot Downing, you can expect big-picture thinking and custom strategies. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Abbot Downing serves the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments to help preserve and grow assets while building legacies across generations. Bringing both the quantitative and qualitative aspects of wealth into harmony helps build a framework for long-term planning strategies. Wells Fargo Bank, N.A. The CEO portal is a secure and allows each authorized family member to customize reports and views based on their preferences. Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. Please try again later. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. With years of experience and our focus on listening to clients, Abbot Downing will help you and your family develop an appropriate long-term plan to meet your goals. is a bank affiliate of Wells Fargo & Company. © 2020 Wells Fargo Bank, N.A. Member FDIC. Serving your best interests is at the heart of everything we do. and its various affiliates and subsidiaries. Commercial Electronic Office® (CEO®) portal, our proprietary comprehensive financial reporting solution, delivers a cumulative report that allows you to view all of your assets in one place. Rhonda O'Hara | Greater Minneapolis-St. Paul Area | Abbot Downing Client Service Consultant | 500+ connections | See Rhonda's complete profile on Linkedin and connect Within the Trust, Fiduciary, and Administrative Services team, our disciplined approach helps us spot any obstacles in our client’s path. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. This video was prepared by Abbot Downing for informational and educational purposes only. Please try again later. and its various affiliates and subsidiaries. We act as your global advisor, leveraging the information garnered for strategic decision making. The ALEC Investment Advisor program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. Through the CEO portal, you can easily view your wealth across all assets, custodians, managers, entities, and generations. The feature is unavailable at this time. Learn more in this video about how the Abbot Downing team works to anticipate needs and simplify our clients’ financial lives. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. With Abbot Downing, you can expect big-picture thinking and custom strategies. Abbot Downing has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website. For more than 40 years, Abbot Downing has focused solely on the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments to help preserve and grow assets while building legacies across generations. Our customized solutions provide an efficient way of managing your wealth by streamlining administrative details of accounts and services. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Please enable JavaScript, or download the video in MP4 format. © 2016 Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. Through our team-based approach, we leverage the knowledge of leaders from six integrated disciplines to address the financial, social, and personal dimensions of your wealth. Incorporated in 1873, they kept offices in New York and in Boston at 388 Atlantic Avenue. Deposit products offered by Wells Fargo Bank, N.A. There is no substitute for experience. Member FDIC. Yet we also remain nimble to address new regulations and navigate family changes. and its various affiliates and subsidiaries.

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